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VBTX

Veritex Holdings

Delisted

VBTX was delisted on the 17th of October, 2025.

86 hedge funds and large institutions have $268M invested in Veritex Holdings in 2016 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 29 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 4

214% more capital invested

Capital invested by funds: $85.6M → $268M (+$183M)

107% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 14

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

66.18% more ownership

Funds ownership: 0%66.18% (+66%)

46% more funds holding

Funds holding: 5986 (+27)

Holders
86
Holders Change
+27
Holders Change %
+45.76%
% of All Funds
2.15%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
32
Increased
29
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Basswood Capital Management
New York
$36M +$7.47M +363,455 +37%
FCM
2
FJ Capital Management
Virginia
$35M +$7.63M +371,000 +40%
FHC
3
Forest Hill Capital
Arkansas
$15M +$10.2M +493,980 +742%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$14.1M +$10.9M +528,759 New
CCM
5
Castine Capital Management
Massachusetts
$10.5M +$4.42M +215,000 +120%
MCA
6
Mendon Capital Advisors
Florida
$9.1M +$3.63M +176,630 +108%
BFC
7
Banc Funds Company
Illinois
$8.73M +$3.6M +175,000 +115%
Vanguard Group
8
Vanguard Group
Pennsylvania
$8.12M +$2.73M +132,931 +78%
BFA
9
BlackRock Fund Advisors
California
$7.47M +$926K +45,045 +19%
ECA
10
Endeavour Capital Advisors
Connecticut
$7.43M +$933K +45,373 +19%
EC
11
EJF Capital
Virginia
$7.26M +$5.59M +271,760 New
HCM
12
Hodges Capital Management
Texas
$7.21M +$5.55M +270,075 New
RWA
13
RGT Wealth Advisors
Texas
$6.89M -$33K -1,606 -0.6%
NC
14
Northpointe Capital
Michigan
$6.75M +$5.19M +252,547 New
EPCA
15
Elizabeth Park Capital Advisors
Ohio
$6.67M +$720K +35,000 +16%
CRC
16
Curi RMB Capital
Illinois
$6.63M +$3.93M +191,400 +336%
JAM
17
Jacobs Asset Management
New York
$6.01M +$4.63M +225,000 New
MCM
18
Maltese Capital Management
New York
$5.61M +$4.32M +210,000 New
SCA
19
Stieven Capital Advisors
Missouri
$5.61M +$4.32M +210,000 New
AllianceBernstein
20
AllianceBernstein
Tennessee
$5.04M +$322K +15,670 +9%
KCM
21
Kennedy Capital Management
Missouri
$4.55M +$3.5M +170,371 New
ROC
22
River Oaks Capital
Minnesota
$4.02M +$3.09M +150,400 New
HHC
23
Hutchin Hill Capital
New York
$3.87M +$2.98M +145,000 New
State Street
24
State Street
Massachusetts
$3.19M +$835K +40,631 +52%
Renaissance Technologies
25
Renaissance Technologies
New York
$2.68M +$972K +47,300 +89%

VBTX Hedge Fund Activity: Q4 2016 in Review

86 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Veritex Holdings (VBTX) for Q4 2016, worth a combined $268M — up 214% from $85.6M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new VBTX positions and 4 closed out — a net gain of 28 holders — while 29 added to existing stakes and 14 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $10.9M. The largest seller was APG Asset Management, exiting entirely with an estimated $872K sold.

  • 86 institutional investors held Veritex Holdings (VBTX) as of Q4 2016, up from 59 in Q3 2016.
  • Funds reported $268M of Veritex Holdings stock for Q4 2016, up 214% quarter-over-quarter.
  • 32 funds opened new Veritex Holdings positions in Q4 2016 and 4 closed out, a net change of +28 holders.
  • The largest Veritex Holdings buyer in Q4 2016 was Wellington Management Group, an estimated $10.9M added.
  • The largest Veritex Holdings seller in Q4 2016 was APG Asset Management, an estimated $872K sold.

Based on aggregated 13F filings for Q4 2016.